Power BI – How to create a Report using Excel Data in Workspace?

Last Updated : 15 Mar, 2023

Microsoft Power BI has multiple features and functions to make reports simple and easy to understandable through various techniques. Power BI also has a feature to generate reports using excel files. These excel files may be saved in the local file system or either web-based for example drive or share point. We can choose excel files from any of these locations and can create our Report using this excel data. Visualization of the Report makes it understandable in a much more efficient way. There are many ways to do this thing. Here we will see how to generate a report format using an excel file in Power BI Workspace.

Pre-requisite

Power BI should be open in Power BI Service.
Excel data must be organized in defined rows or columns by name headers.

Steps to Create a Report using Excel Data in Workspace

The steps to create a report using excel data in the workspace are given below. The dataset link is here.

Step 1: Open Power BI Service and click on workspace.

Step 2: It will show the following interface. Now select the workspace in which you want to create a report.

Step 3: Hover the cursor on New it will show the following interface. Next select upload file because we want to create a report using our excel data.

Step 4: Here we are assuming our excel file is stored on the local computer, you can select based on where your excel file is stored.

Step 5: Next choose your file and open it.

Step 6: It will show the following interface. Next select Import because we are importing files from the local system to Power BI.

Step 7: Now you will see our file is imported into our respective workspace. Here we imported data from some vehicles.

Step 8: After that, we want to create a report of this data so now hover the cursor on New it will show the following interface. Click on Report.

Step 9: Here we know We have uploaded our data into the form of an excel file so we click on Pick a published dataset.

Step 10: Now Select your uploaded file. We have uploaded SpeedVehicles named excel file so we will select this dataset. Next, you can see there are two ways to create a report using this data. We will do both ways. First, we will click on Auto-create-report.

Step 11: You will see our report is created by Power BI Auto-generated functions. We can analyze our data using this report.

Step 12: Suppose we want to create a report by ourselves using this excel data then hover on Auto-create-report, it will show two options. Select Create a blank report.

Step 13: Now our blank report page is opened. We can make graphics of reports based on our choice.

Step 14: On the right-hand side, you can see there are options to select our data. Based on our selection it will show our data.

Further, we can perform our task with report whatever we want to do. In this way, we can create Power BI Report using excel data.

Advantages of Creating Reports using Excel Files in Power BI Workspace

It makes data easy to understand.
It takes very less time to analyze data and based on the analysis we can find out results easily.
It visualizes our excel data in graphical form.
When users do not want to create a report by themselves then they can also create a report by using the Auto-create option.